Uncommon solutions to your uncommon problems. We have access to industry-leading support and issuers to provide a unique, well researched targeted approach for our clients and their advisors. Innovative Capital Protection develops and markets structures, whether planning or investing, that are not limited to one market, provider or product. These structures are often not available in the marketplace.

Our internal team has the experience and technical skills to provide business-driven planning solutions. The solutions that we design will help enhance your income, protect your family’s financial security, safeguard your business, and maximize the value of your estate for your beneficiaries.

Corporate Business Planning

Design a plan encompassing many aspects of our services including planning solutions to ensure the future financial success of your business.

Personal Planning

Craft unique planning solutions alongside your existing team of professional advisors in order to ensure our clients’ long-term financial success.

Succession Planning

Comprehensive succession planning ensures that your company is passed onto the next generation of management with long-term goals for the future.

Estate Planning

Develop a personalized estate plan using efficient planning strategies to protect and manage your wealth to preserve your legacy.

Health and Welfare Trusts

As a private business owner, your contributions to a health and welfare trust can provide significant savings.

Whether it’s planning or investing, our team’s uncommon solutions will deliver results.

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